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Portfolio (Quarterly) Guide ↗

MOODY NATIONAL BANK TRUST DIVISION

· CIK 0001092903
13F Portfolio $1.1B AUM 794 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 40 New 199 Added 167 Reduced 42 Exited
Page 3 of 10  ·  199 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SBUX STARBUCKS CORP Consumer Cyclical 22,550.0 $2.0M 0.19% +253.0 +1.1% $89.59 +14.0%
42 RTX RTX CORPORATION Industrials 10,418.0 $2.0M 0.19% +57.0 +0.6% $192.90 -8.5%
43 NEE NEXTERA ENERGY INC Utilities 21,455.0 $2.0M 0.19% +437.0 +2.1% $92.88 -5.6%
44 FIGR FIGURE TECHNOLOGY SOLUTIO Financial Services 58,500.0 $2.0M 0.19% +16K +36.9% $33.95 +0.4%
45 CTVA CORTEVA INC Basic Materials 23,261.0 $1.9M 0.18% +140.0 +0.6% $83.71 -4.6%
46 TJX TJX COS INC NEW Consumer Cyclical 12,068.0 $1.9M 0.18% +129.0 +1.1% $159.70 -1.7%
47 CAVA CAVA GROUP INC Consumer Cyclical 23,718.0 $1.9M 0.18% +1K +5.0% $80.90 +1.6%
48 SCHW SCHWAB CHARLES CORP Financial Services 20,214.0 $1.9M 0.18% +725.0 +3.7% $93.98 -8.9%
49 ISRG INTUITIVE SURGICAL INC Healthcare 4,112.0 $1.9M 0.18% +23.0 +0.6% $460.99 -9.2%
50 TKR TIMKEN CO Industrials 18,717.0 $1.9M 0.18% +5K +40.2% $100.57 +26.4%
51 LIN LINDE PLC Basic Materials 3,654.0 $1.8M 0.17% +308.0 +9.2% $495.76 +2.4%
52 IBM INTERNATIONAL BUSINESS MACHS Technology 7,436.0 $1.8M 0.17% +95.0 +1.3% $242.39 +5.3%
53 EXP EAGLE MATLS INC Basic Materials 9,449.0 $1.8M 0.17% +3K +55.8% $189.45 +13.3%
54 CRM SALESFORCE INC Technology 9,577.0 $1.8M 0.17% +1K +11.9% $186.67 -4.9%
55 SHEL SHELL PLC Energy 18,804.0 $1.7M 0.17% +2K +10.3% $93.00 -9.9%
56 PLD PROLOGIS INC. Real Estate 12,757.0 $1.7M 0.16% +420.0 +3.4% $132.18 +10.8%
57 PANW PALO ALTO NETWORKS INC Technology 10,490.0 $1.7M 0.16% +724.0 +7.4% $160.32 +55.0%
58 LOW LOWES COS INC Consumer Cyclical 7,018.0 $1.7M 0.16% +536.0 +8.3% $236.28 -8.2%
59 DFAS DIMENSIONAL ETF TRUST 23,148.0 $1.6M 0.16% +337.0 +1.5% $71.13 +10.6%
60 IEMG ISHARES INC 23,517.0 $1.6M 0.16% +1K +4.5% $69.75 +19.7%
Page 3 of 10  ·  199 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 27.5%
Financial Services 16.0%
Industrials 10.9%
Consumer Cyclical 10.1%
Healthcare 8.9%
Communication Services 6.8%
Energy 6.6%
Consumer Defensive 4.3%
Basic Materials 4.2%
Utilities 2.7%